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As the world becomes increasingly remote, Mobilize is pioneering virtual organizing efforts so our partners, like you, can continue changing the world.

1. In your dashboard, select New Event then select Online action.

2a. Set Visibility to 'Public' if you'd like your event to appear on your organization's feed as well as Mobilize's feed.

2b. Set Visibility to 'Private' to make the event accessible to only those with the direct link to it.

3. Write a description of your online action in Action details and add a photo! You can use Markdown to format.

* Note: This is a great place to be clear with your supporters on what the call to action is and what they will be doing. You can include a call script, talking points, recommended draft email, etc.

4. Write a message that only people who have clicked on your Online Action button will see!

5. Configure what you would like to happen after your supporter has completed the online action.

6. Choose whether or not you want Mobilize to send your volunteers a survey after your event. You can also read more about Post-Shift Follow-Up Surveys to help you decide.

7. Select the behavior of your Online Action button. You can use this to collect registration information, link to an external site, make a phone call, or draft an email.

Example 1: Collect registration information

  • Only collects signup information from supporters.
  • Recommended for pledges, lead-generation, intake/interest forms (for example: "Join our Texting Team!"), and other similar actions.

Example 2: Link to an external site

  • Automatically redirects supporters to another website after they click to take action.
  • Recommended for any action that has to be completed on a different website.

Example 3: Make a call

  • Direct volunteers to make a call! Enter the target’s number and your supporters will be directly connected to them.
  • Recommended for call actions that are directed at a single individual. For "patch-through" call actions that allow the user to look up their representative, use our Phone2Action integration.
  • Make sure to double check that you've entered the right number.

* Note: You should be sure your supporters use this action from their phone, as they will be automatically connected to the target's phone number. Additionally, be sure to utilize the event description and/or the "how to prepare" section to share your talking points and instructions for this call.

Example 4: Draft an email

  • Allows supporters to start a draft of an email to the recipients of your choice, in their preferred email composing app, after they click to take action.
  • Enter your target email(s) separated by commas, and your supporters will be directed to their email composing tool, with the "to:" field automatically filled out.

* Note: When using this functionality, be sure to provide instructions in the event description and/or the "how to prepare" section to share with your volunteers the general content or talking points they should be using for this email.

8. Even though all events are virtual right now, setting a Location can help supporters local to you find your event!

9a. If you'd like for your supports to be able to complete your Online Action event at anytime between two dates, follow these instructions.

  • Select the checkbox labeled Hide the "Pick a time" button during these scheduled times.
  • Specify the Start date and End date, and if applicable, max capacity.
  • Select all of the days of the week. They should all be highlighted in blue.
  • Select the checkbox labeled All day.

9b. If you'd like to allow your supporters to choose the time for the action, follow these instructions.

  • Leave the checkbox labeled Hide the "Pick a time" button during these scheduled times empty.
  • Specify the Start date and End date, and if applicable, max capacity.
  • Specify the days this action should be taken. The selected days should be highlighted in blue.
  • Specify the Start time and End time.

10. Click Submit to publish your Online Action!

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